Aaron Puckett


WESTMINSTER, Md., March 5, 2018 – Aaron Puckett, an LPL Financial-affiliated advisor at Puckett & Sturgill Financial Group, has been recognized again as a leading advisor by LPL Financial. LPL Financial nominated Puckett to the firm’s prestigious Chairman’s Club for 2018, which is awarded to less than 6% of the firm’s 15,000 advisors nationwide and is based on an annual production of all registered advisors supported by LPL.

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bull market ending

The Unknowns of 2018: Are You Prepared?

Deborah Williams, CFP® The future is full of unknowns, wouldn’t you agree? Just think back to the beginning of 2017, had you ever even heard of cryptocurrency? Probably not, and now almost everyone has heard of a Bitcoin. Every day, the Federal Reserve, Congress, and the President are making decisions that can impact our overall economy, the markets, and our financial situations. Just a few months ago, we didn’t know what the new tax law was going to look like, now we do. While we can’t always see what’s on the horizon (which can be either invigorating or scary depending on your outlook) we can all become better prepared to adapt regardless. Here is a look at some of the financial unknowns we face in 2018, some may impact you directly, some may not, and what we can do to prepare better.

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how do you compare to most americans

How Do You Compare to Most Americans

Jacob Sturgill, CFP® Most of us have learned how we should take care of our physical health: visit the doctor at least once per year for an annual examination, make every effort to eat healthy, and fit in some daily physical activity. The annual examination serves as a baseline measurement for all future visits, and with it, our physician can more easily determine if our health is improving or declining over time. But what about assessing our financial well-being? Here we take a look at the financial health of Americans and provide some insight into how you can determine your financial baseline for comparison.

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David Hemler

Tempus Fugit!

David Hemler, CFP® Time does indeed fly, and as we get older in years, we might even say it speeds up. As I write this, it’s mid-October and the fall season has begun to show itself here in Carroll County and our surrounding communities. Things are very different this October than last, but regardless fall can be counted on to result in the same outcomes. The leaves will change color and fall from the trees, which is critical to their survival over the long winter months to come. As time marches on we are reminded of two old sayings, “The one thing we can always count on is change,” and “The more things change, the more they stay the same.” Both are true.

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Is Now a Good Time to Be In the Markets?

Jacob Sturgill, CFP® There is one question that seems to be growing in popularity over the past several months. The question is not unique to a particular age group, it is pervasive among most of my clients and seems to be lurking in the back of everyone’s mind. You too may be wondering, “Is now a good time to be in the markets?” I think many would even prefer to ask it this way, “Should I be investing in the market because I am afraid of what might happen soon?”

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behavioral finance

Do You Need a Financial Therapist?

David Hemler, CFP® Hmmm. Good question. And the answer is…it depends. While most of us don’t need to consult a financial therapist, many of us do have some behavioral finance issues or money biases that affect how we enjoy our financial prosperity. Sound about right? Don’t worry; you’re not alone. As humans, we possess many characteristics that both enlighten and impact our lives. We inherit our physical characteristics, while many of our mental or emotional characteristics we pick up from our environment and upbringing.  My money behaviors may have roots established when I was very young.  One aspect of behavioral finance is to explore our financial views and behavior to try and understand what makes us tick, financially speaking.  You may be wondering, “Does it matter?” Maybe, or maybe not.

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bond funds

Three Reasons Not to Ditch Your Bond Fund

Deborah Williams, CFP® If you are retired, or plan to retire within the next few years, a portion of your portfolio may be allocated to fixed income. With the yield curve sitting flat for so long, you may contemplate ditching your bonds for greener pastures. It’s not easy staying committed when the headlines have been so glum and interest rates are expected to rise. However, bond funds can be critical to the long-term success of many retirement plans and here’s why I advise my clients to keep an appropriate allocation to fixed income.

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529 college savings plan

What to Ask Before the College Tour

Aaron Puckett, MBA, CFP® Recently, one of my clients said, “You can only be as happy as your least happy child.” While I’m not certain that I completely agree, the point that she was making certainly hits home. For those of us with children, our hearts are bound to them and we desire very strongly for their happiness and well-being. When your child enters their junior year of high school, and you begin the journey of selecting a college or university for them to attend, don’t underestimate the influence of your heart. Why? Because no matter how much you’ve planned ahead and saved in a 529 college plan or elsewhere, at the end of the day your desire for your child to be happy will often undermine your ability to select the college that offers the most value for them over the long-term.

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